Job Description

Book Roll Operations
Support the transfer of an entire book of business from one agency/system to another
Verify policy details and ensure data is accurate and up-to-date before initiating the process
Cross-check policies to identify and resolve discrepancies between source and target systems
Maintain proper documentation of the book roll process and all updates made during the transfer
Work closely with Underwriting, Accounting, and Operations teams to ensure smooth execution
Ensure data entry and updates are completed accurately
Ensure compliance with regulatory and company policies throughout the book roll process
Endorsement Processing
Process endorsement requests for Auto and Home insurance policies
Handle policy changes, coverage updates, and other modifications
Review policies as per underwriting guidelines and company policies
Validate documentation before processing updates
Maintain data accuracy and integrity
Ensure compliance with state-specific insurance laws
Investigate and resolve discrepancies during endorsement processing
Stay updated with insurance regulations, procedures, and company policies
Underwriting Support
Review and process New Business, Renewals, and Endorsements as per guidelines
Update policy information and policy documents
Apply the underwriting toolkit and update policy forms
Generate Experience Mod Reports and rating worksheets
Follow binders, subjectivities, and underwriting instructions
Review transactions for accuracy, completeness, and quality
Handle multi-line submissions and ensure timely policy assembly
Maintain up-to-date underwriting records
Required Skills
Knowledge of Insurance operations
Understanding of underwriting and policy endorsements
Strong attention to detail
Good communication skills
Compliance and regulatory knowledge
Ability to work in a US/rotational shift environment

Skills Required